Nasdaq - Delayed Quote USD

Northern Stock Index (NOSIX)

59.07
-0.91
(-1.52%)
At close: 8:01:52 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.64%
5y Average Return 14.40%
Number of Years Up 22
Number of Years Down 6
Best 1Y Total Return (Jan 8, 2025) 32.23%
Worst 1Y Total Return (Jan 8, 2025) --
Best 3Y Total Return 32.23%
Worst 3Y Total Return 7.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NOSIX
Category
YTD
24.93%
5.31%
1-Month
-2.39%
-4.19%
3-Month
2.39%
3.90%
1-Year
24.93%
20.31%
3-Year
8.85%
6.48%
5-Year
14.42%
11.78%
10-Year
13.00%
10.96%
Last Bull Market
20.73%
25.56%
Last Bear Market
-16.12%
-15.11%

Annual Total Return (%) History

Year
NOSIX
Category
2024
24.93%
--
2023
26.20%
22.32%
2022
-18.19%
-16.96%
2021
28.58%
26.07%
2020
18.26%
15.83%
2019
31.35%
28.78%
2018
-4.50%
-6.27%
2017
21.71%
20.44%

2016
11.88%
10.37%
2015
1.29%
-1.07%
2014
13.55%
10.96%
2013
32.23%
31.50%
2012
15.86%
14.96%
2011
1.89%
-1.27%
2010
14.82%
14.01%
2009
26.21%
28.17%
2008
-37.16%
-37.79%
2007
5.24%
6.16%
2006
15.56%
14.17%
2005
4.62%
5.88%
2004
10.25%
10.02%
2003
27.96%
27.05%
2002
-22.55%
-22.25%
2001
-12.35%
-13.50%
2000
-9.47%
-6.31%
1999
20.32%
20.16%
1998
27.83%
22.39%
1997
32.75%
28.37%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.54% 4.26% 5.87% 2.39%
2023 7.45% 8.73% -3.29% 11.68%
2022 -4.63% -16.12% -4.90% 7.55%
2021 6.15% 8.50% 0.56% 11.01%
2020 -19.65% 20.54% 8.91% 12.10%
2019 13.62% 4.29% 1.66% 9.03%
2018 -0.79% 3.40% 7.68% -13.54%
2017 6.03% 3.05% 4.48% 6.62%
2016 1.34% 2.43% 3.81% 3.82%
2015 0.93% 0.28% -6.49% 7.03%

2014 1.79% 5.18% 1.11% 4.89%
2013 10.57% 2.87% 5.23% 10.47%
2012 12.54% -2.77% 6.31% -0.40%
2011 5.86% 0.05% -13.93% 11.77%
2010 5.34% -11.43% 11.21% 10.67%
2009 -11.05% 15.88% 15.52% 5.99%
2008 -9.47% -2.81% -8.44% -22.00%
2007 0.56% 6.24% 1.98% -3.42%
2006 4.16% -1.52% 5.67% 6.61%
2005 -2.24% 1.35% 3.53% 1.98%
2004 1.49% 1.62% -2.02% 9.09%
2003 -3.32% 15.26% 2.53% 12.00%
2002 0.13% -13.52% -17.34% 8.22%
2001 -11.94% 5.70% -14.84% 10.57%
2000 2.10% -2.78% -1.16% -7.73%
1999 4.76% 6.94% -6.38% 14.71%
1998 13.72% 3.13% -10.09% 21.22%
1997 2.58% 17.31% 7.28% 2.82%

Rank in Category (By Total Return)

YTD 25
1-Month 20
3-Month 33
1-Year 25
3-Year 24
5-Year 25

Load Adjusted Returns

1-Year 24.93%
3-Year 8.85%
5-Year 14.42%
10-Year 13.00%

Performance & Risk

YTD Return 0.64%
5y Average Return 14.40%
Rank in Category (ytd) 25
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Northern Funds
Net Assets 15.05B
YTD Return 24.93%
Yield 1.25%
Morningstar Rating
Inception Date Oct 07, 1996

Fund Summary

The fund will invest substantially all (and at least 80%) of its net assets in the equity securities included in the S&P 500® Index, in weightings that approximate the relative composition of the securities contained in the S&P 500 Index, and in S&P 500 Index futures approved by the Commodity Futures Trading Commission. The index is a free float-adjusted market capitalization index consisting of 500 stocks and is a widely recognized measure of large-cap U.S. equities.

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